Private Clients Personal Lines Insurance Adviser

Found in: Jooble UK C2 - 3 weeks ago

Bournemouth Dorset, United Kingdom Alan & Thomas Insurance Group Full time

Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) a Chartered Insurance Broker with multiple locations across the South of England is currently looking for a Private Client Insurance Adviser to join a dedicated and experienced team in the Bournemouth office.

In the adviser position you will be offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products. Private Clients typically include high net worth with significant wealth and assets that need bespoke as well as standard covers. You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development.

The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals.

Organise and administrate private client personal lines insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures
Handle nominated existing business insurance enquiries in a proactive manner
Create high quality Broking submission reports and broke risks to the insurance market demonstrating effective negotiation skills
Produce accurate quality client documentation is provided to clients.
Work with insurers and other third parties regarding client insurances and needs building effective business relationships.
Joint Pension contribution scheme
Salary Sacrifice options including dental and healthcare
Discounts site for restaurants, cinema, retailers
Cycle to work scheme
Health & Wellbeing programme
Casual dress code in office
Performance related bonus
Annual leave that rises with length of service

Requirement of at least 1+ year general insurance experience either broking or underwriting, consideration will be given to other Financial Services sector experience.
Ability to handle new enquiries, renewals and mid-term adjustments of insurance policies
Good customer service and negotiation skills
Effective planning, administration and organisational skills
Acturis insurance broking software knowledge is an advantage
Alan & Thomas Insurance Brokers are part of Brown & Brown Europe and aims to be one of the UK's leading insurance intermediaries delivering the best outcomes to clients, insurers, investors and our people. We acquire and develop businesses with the velocity of a start-up with a focused, straight talking, professional and accountable leadership who put the customer first and act with integrity and pride in what we do and meet our compliance responsibilities. With a federated group of businesses, we can offer a diversity of experience and with our overarching mission we can ensure the success of our people and business.

  • Private Client Insurance Adviser

    Found in: Jooble UK C2 - 3 weeks ago

    Bournemouth, Dorset, United Kingdom Alan & Thomas Insurance Group Full time

    Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) a Chartered Insurance Broker with multiple locations across the South of England is currently looking for a Private Client Insurance Adviser to join a dedicated and experienced team in the Bournemouth office. In the adviser position you will be offering and renewing contracts of personal...

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